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Building 2OWEN JOSEPH ASSET MANAGEMENT CORP

Map pin
Phone781-334-4751
NotebookSEC #801-39881
Total AUM
$40.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:00 A.M. - 3:00 P.M.
Monday - Friday
Phone
781-334-4751

ReceiptFinancials

Total AUM
$40.5M
Accounts
228
Discretionary
$26.8M
Accounts
225
Non-Discretionary
$13.6M
Accounts
3

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Pending Civil ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOCTFLMDMNTXVAWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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